Maret: Info & Event Saham Indonesia
IHSG berakhir turun 0,20% sehari setelah Pilkada http://investasi.kontan.co.id/news/ihsg-berakhir-turun-020-sehari-setelah-pilkada Foreign Buy Rp 1.3 T (1 Yr Rp 30 T), Bad Astrocycle, Below 5-20D MA
Infrastruktur favorit pasca Pilkada DKI http://investasi.kontan.co.id/news/infrastruktur-tetap-jadi-favorit-pasca-pilkada-dki Rekomendasi Bahana http://investasi.kontan.co.id/news/gubernur-dki-baru-ini-rekomendasi-saham-bahana; Property http://investasi.kontan.co.id/news/anies-sandi-unggul-waspadai-sektor-properti
Here’s how France’s contested election could spark market turmoil http://www.marketwatch.com/story/heres-how-frances-hotly-contested-election-could-spark-market-turmoil-2017-04-19 Bad May Astrocycle, wave peak v, Contender to win
Mayoritas sektor rontok, IHSG tergerus 0,49% http://investasi.kontan.co.id/news/mayoritas-sektor-rontok-ihsg-tergerus-049 Foreign Buy Weekly Rp 4.9 T (YTD Rp 14.8 T), PER 25.x6x, USDIDR 13.258
Goldman Sees Virtue in Patience as Commodities Stage Rebound https://www.bloomberg.com/news/articles/2017-04-12/goldman-says-there-s-virtue-in-patience-as-commodities-rebound Gold in wave motive iii, Coal in Corr b, CPO in corr v
AKSI EMITEN 11 APRIL: ACST Genjot Target Kontrak Baru, PDES Incar 20% Pertumbuhan Pendapatan http://market.bisnis.com/read/20170411/7/644357/aksi-emiten-11-april-acst-genjot-target-kontrak-baru-pdes-incar-20-pertumbuhan-pendapatan ACST Cup with handle, PPRO range breakout 270-306, BEST (10/4), ANTM Distribution in oversold
Pajak tinggi menekan emiten properti http://investasi.kontan.co.id/news/pajak-tinggi-menekan-emiten-properti Outperformers: SSIA BEST PWON ADHI BSDE BKSL SMRA, Oversold ASRI LPCK WSKT PTPP WIKA CTRA
Emiten pemberi imbal hasil terbaik http://investasi.kontan.co.id/news/inilah-emiten-pemberi-imbal-hasil-terbaik LPPF Bullish Divergence wave B Hunting Gap UNVR Rising Wedge Wave C -> Double Top
Arah pasar saham tergantung rating S&P http://investasi.kontan.co.id/news/arah-pasar-saham-tergantung-rating-sp Bad Astrocycle next week, Bull in Overbought, PER mahal vs Dividen Lapkeu Q1
Commodity: http://investasi.kontan.co.id/news/harga-minyak-masih-terjegal-pasokan-berlimpah http://investasi.kontan.co.id/news/banjir-produksi-mengiris-harga-minyak-sawit http://market.bisnis.com/read/20170407/235/643421/harga-emas-antam-turun-rp3.000gram-comex-menguat-pagi-ini Maret DONE: CPO 2.650 Coal $80 Oil & Gold buy back >1.263
PSAB (Spec buy On Gold > 1263) http://investasi.kontan.co.id/news/psab-siap-rights-issue-dan-rilis-surat-utang FPNI (BOW) http://www.bareksa.com/id/text/2017/04/06/baru-dibuka-dari-suspensi-saham-fpni-anjlok-25-kenapa/15269/new BJBR (BOW > 2.100-2.200) http://www.bareksa.com/id/text/2017/04/06/memasuki-masa-ex-date-pembagian-dividen-saham-bjbr-justru-menguat-15/15272/news
Inilah grup konglomerasi rajai kapitalisasi pasar http://m.kontan.co.id/news/inilah-grup-konglomerasi-rajai-kapitalisasi-pasar Grup Astra (overbought) outperform grup Salim (lag accumulation)
Tax Amnesty Windfall Brightens Indonesia's S&P Upgrade Odds https://www.bloomberg.com/news/articles/2017-04-03/tax-amnesty-bounty-brightens-indonesia-s-s-p-rating-upgrade-odds It's suit for wave motive 5, but no sign from AstroCTA (It's proven prediction by CTA since 2013)
IHSG tembus rekor tertinggi baru http://investasi.kontan.co.id/news/ihsg-tembus-rekor-tertinggi-baru-di-hari-kedua Foreign Buy Rp 147 M YTD Rp 8.56 T, C on Bearish 5utterfly, Extend > 5.486-5.531
Asia's Carry-Trade Darling Haunted by Politics as Fed Looms https://www.bloomberg.com/news/articles/2017-03-29/asia-s-carry-trade-darling-haunted-by-politics-as-fed-hikes-loom
Bull Run in Emerging Markets Starts to Make the Bears Salivate https://www.bloomberg.com/news/articles/2017-03-30/bull-run-in-emerging-markets-starts-to-make-the-bears-salivate
Why Buffett and BlackRock Think You Should Fire Your Fund Manager
Harga saham emiten juga menembus rekor http://investasi.kontan.co.id/news/harga-saham-emiten-juga-menembus-rekor Cycle 3ullish, Momentum Dividen Lapkeu, Uptrend & Fase Akumulasi, Foreign Buy Bursa Asia bertenaga melanjutkan penguatan http://investasi.kontan.co.id/news/bursa-asia-bertenaga-melanjutkan-penguatan Sold DJIA DONE, Buy DJIA for Oversold Wave 5, BUY N225 Oversold & HSI
Bursa Asia Berguguran, IHSG Terpangkas 30 Poin https://m.detik.com/finance/bursa-dan-valas/d-3453497/bursa-asia-berguguran-ihsg-terpangkas-30-poin Foreign Sell Rp 65 b, 5ull > 5.431-5.491, Dividen BUMN vs Overbought
Jababeka Luncurkan Ruko dan SOHO http://properti.bisnis.com/read/20170321/107/638694/jababeka-residence-luncurkan-ruko-dan-soho Laba BSDE Menurun http://investasi.kontan.co.id/news/laba-bsde-terpangkas-peningkatan-beban Distribusi menyusut, Oversold, Breakouts
8 BUMN Tebar Dividen Rp22 Triliun http://finansial.bisnis.com/read/20170321/309/638872/8-bumn-tebar-dividen-rp22-triliun Cycle Bank BUMN Limited Bull, Cycle Construction Technical Rebound on Oversold
What Would 7 Fed Rate Hikes Mean For Asia? http://blogs.barrons.com/asiastocks/2017/03/15/what-would-7-fed-rate-hikes-mean-for-asia/?mod=yahoobarrons&ru=yahoo&yptr=yahoo
Hedge Funds Cut Gold Bets https://www.bloomberg.com/news/articles/2017-03-19/yellen-surprises-hedge-funds-who-cut-gold-wagers-before-rally Bullish Crude Bets Cut https://www.bloomberg.com/news/articles/2017-03-19/bullish-bets-on-crude-cut-by-most-ever-as-price-falls-below-50 Cycle (Still weak) Gold outperform Crude
Sentuh Rekor Intraday, IHSG Merah https://finance.detik.com/bursa-dan-valas/d-3451274/sempat-sentuh-rekor-intraday-ihsg-jatuh-ke-zona-merah?_ga=1.255783629.455074814.1483691839 Foreign Buy Sesi 1 Rp 469 B (Maret Rp 6.5 T; YTD Rp 4.7 T) > 5.431 vs Overbought Prospek emiten sektor tambang masih menarik http://investasi.kontan.co.id/news/prospek-emiten-sektor-tambang-masih-menarik Koreksi normal dalam pola Triangle untuk akumulasi setelah 6 hari rally
IHSG Ditutup di Level Tertinggi Sejak 2015 http://market.bisnis.com/read/20170316/7/637643/saham-global-reli-ihsg-ditutup-di-level-tertinggi-sejak-2015 Foreign BUY Maret Rp 3.57 T YTD Rp 1.8 T, Dividen BUMN, wave 5ull > 5.431
Dividen Tunai Tahun Buku 2016:
BBNI Rp 212
PTPP Rp 49.52
BBRI Rp 424
BMRI Rp 266 cum 21 Mar
JSMR Rp 78 cum 22 Mar
WSBP Rp 12 cum 21 Mar
WTON Rp 9.8 cum 20 Mar
ADHI Rp 26.4 cum 17 Mar
Sektor saham paling menarik selama 2017 http://investasi.kontan.co.id/news/sektor-saham-paling-menarik-selama-2017 Meramal emiten yang terpapar efek The Fed http://investasi.kontan.co.id/news/meramal-emiten-yang-terpapar-efek-the-fed
SEKTOR (SHORT TERM):
MISC-INDUSTRY FINANCE INFRASTRUCTURE TRADE OVERBOUGHT
MINING AGRICULTURE PROPERTY CONSTRUCTION OVERSOLD
CONSUMER BULLISH
BASIC-INDUSTRY NEUTRAL
This is the most overvalued stock market on record http://www.marketwatch.com/story/this-is-the-most-overvalued-stock-market-on-record-even-worse-than-1929-2017-03-13 Guru warns the Dow could plunge to 14,800 http://www.marketwatch.com/story/crash-guru-warns-the-dow-could-plunge-to-14800-and-todays-a-date-to-watch-2017-03-13
Indonesia Has Had Enough Rate Cuts, Says Central Bank Deputy https://www.bloomberg.com/news/articles/2017-03-09/bank-indonesia-has-had-enough-rate-cuts-deputy-governor-says-j027qzp5 AstroCTA see BI will move to a Tightening Policy in H2
The Ides of March could be a critical turning point for the stock market http://www.marketwatch.com/story/the-ides-of-march-could-be-a-critical-turning-point-for-the-stock-market-2017-03-11 CTA See FOMC hike 25 bsp 3/15, Watch Trump
Proven since 2010! What When & Where To Buy & Sell Stocks! Free Member by Join Seminar CTASaham Bandung; 8 April http://cta-saham.blogspot.co.id/2017/01/powerful-proven-seminar-trade-school.html
Harga batubara turut membebani IHSG hari ini http://investasi.kontan.co.id/news/harga-batubara-turut-membebani-ihsg-hari-ini Proven Technical Analysis on Coal ($ 115-> $ 80) Crude Oil in Oversold
Stok Malaysia Turun ke Level Terendah 6 Tahun, Harga CPO Rebound http://market.bisnis.com/read/20170313/94/636450/stok-malaysia-turun-ke-level-terendah-enam-tahun-harga-cpo-rebound Short term oversold in weak cycle,sector lag vs CPO
Harga Comex Menguat Pagi Ini http:/market.bisnis.com/read/20170313/235/636398/harga-jual-dan-buyback-emas-antam-stagnan-comex-menguat-pagi-i/ni Short term Gold oversold for the next 3ull rally > $ 1.263 selama di atas $ 1.194.
AGRO tetapkan harga rights issue Rp 130 per saham http://investasi.kontan.co.id/news/agro-tetapkan-harga-rights-issue-rp-130-per-saham Divergence Sell, Double Top, Distribusi C < 1.100, Bearish ABC Crab
*AGENDA EMITEN 8 MARET 2017*
*RUPS*
•Maret 8 : GREN, PPRO
•Maret 9 : POLY, SCPI
•Maret 10 : ADHI, DAYA, ICON
•Maret 13 : *WTON*
•Maret 14 : *BMRI*, ETWA, *WSBP*
•Maret 15 : *BBRI*, BSSR, *JSMR*
•Maret 16 : *BBNI, PTPP*
•Maret 17 : *BBTN*, *INTP*, PANR, WEHA, *WIKA, WSKT*
•Maret 20 : CPGT
•Maret 21 : GMTD, NIKL
•Maret 22 : *LPCK, SILO*, SSIA
•Maret 23 : BOLT, ENRG, INCF, LPKR
•Maret 24 : BTPN, *MDLN*
•Maret 27 : ALTO, INCO, MTRA
•Maret 29 : BJBR, BNLI, *ITMG, KRAS*, MTFN, SDPC
•Maret 30 : BATA, BCIC, *FPNI*, LEAD, NISP, SDRA, SOBI
•Maret 31 : BNII, DSNG, *EXCL*, MEGA, *SMGR*, WOMF
*DIVIDEN TUNAI - TGL CUM*
•Mar 10 : *BPFI* Rp 22,05
*DIVIDEN TUNAI - TGL DISTRIBUSI*
•Mar 21 : XCID
•Mar 23 : BPFI
*PERIODE BUYBACK SAHAM*
*•BJTM* (1 Feb 2017 - 1 Juni 2017)
*•JPFA* (5 April 2016 - 4 Okt 2017)
*•LINK* (15 April 2016 - 14 Okt 2017)
*•APLI* (1 Juni 2016 - 30 Nov 2017)
*•TBIG* (25 Okt 2016 - 25 April 2018)
*•TRIS* (3 Nov 2016 - 2 Mei 2018)
*•HRUM* (13 Des 2016-12 Juni 2018)
*•KKGI* (2 Maret 2017 - 1 September 2018)
*PENJUALAN SAHAM HASIL BUYBACK/PEMBELIAN KEMBALI*
*•RDTX* : Waktu 6 bulan dari 06 Okt 2016 (1.000.000 Lembar)
*PENAMBAHAN MODAL TANPA (PMT) HMETD*
*•BJTM* : 4.401.900 saham baru Seri B, Harga pelaksanaan Rp.450,- per saham, 1 Februari 2017 – 14 Maret 2017 (Program ESOP/MSOP)
*RIGHTISSUE/HMETD - TGL CUM*
•Mar 9 : *RIMO* rasio 5 saham lama : 597 HMETD, harga pelaksanaan Rp. 101 per saham
•Mar 30 : *PPRO*
*PERIODE PERDAGANGAN HMETD - RIGHT - WARRAN*
*•BULL-R* : 6 - 15 Maret 2017
*•BULL-W* : 6 Mar 2017 - 28 Feb 2020
*•POOL-R* : 13 - 17 Mar 2017
*•RIMO-R* : 16 - 22 Mar 2017
*PENCATATAN DI BURSA/LISTING DATE*
•Mar 8 : *DIRE Bowsprit Commercial and Infrastructure*
•Mar 30 : *PT Bintraco Dharma Tbk*
*TENDER OFFER*
*•BLTZ* : Graha Layar Prima Tbk, Rp 6,300, Offering 22 Feb 2017 - 3 Mar 2017, Payment 15 Mar 2017
*•TOBA* : Toba Bara Sejahtera Tbk, Rp 813, Offering 28 Feb 2017 - 29 Mar 2017, Payment 5 Apr 2017
*•SOBI* : Sorini Agro Asia Corporindo Tbk,
*Rekap Laba (-Rugi) Bersih Emiten FY16 vs FY15*
• AALI Rp2.01t vs Rp619m
• AKRA Rp1.01t vs Rp1.03t
• ADMF Rp1.01t vs Rp665m
• ANTM Rp64.8m vs -Rp1.44t
• ASII Rp15.15t vs Rp14.46t
• ACST Rp68.3m vs Rp41.9m
• ASGR Rp255m vs Rp265m
• AMRT Rp601m vs Rp451m
• ADHI Rp313m vs Rp464m
• AUTO Rp418m vs Rp318m
• AGRO Rp103m vs Rp80.5m
• BJBR Rp1.15t vs Rp1.38t
• BDMN Rp2.67t vs Rp2.39t
• BOLT Rp108m vs Rp97.7m
• BNGA Rp2.08t vs Rp428m
• BNLI -Rp6.48t vs Rp247m
• BNII Rp1.95t vs Rp1.14t
• BBTN Rp2.62t vs Rp1.85t
• BMRI Rp13.8t vs Rp20.3t
• BBRI Rp26.19t vs Rp25.39t
• BJTM Rp1.03t vs Rp884m
• BBNI Rp11.34t vs Rp9.07t
• ELSA Rp311m vs Rp375m
• EXCL Rp375m vs -Rp25.3m
• GEMS $34.4jt vs $2.02jt
• HERO Rp120m vs -Rp144m
• HMSP Rp12.8t vs Rp10.4t
• ITMG $130.7jt vs $63.1jt
• INCO $1.9jt vs $50.5jt
• JPFA Rp2.06t vs Rp468m
• JSMR Rp1.77t vs Rp1.45t
• LPKR Rp882m vs Rp535m
• LSIP Rp594m vs Rp623m
• LPCK Rp539m vs Rp910m
• LPPF Rp2.02t vs Rp1.78t
• MIDI Rp196m vs Rp140m
• NIKL $2.52jt vs -$6.01jt
• PLIN Rp713m vs Rp272m
• PTPP Rp1.02t vs Rp740m
• PNBN Rp2.41t vs Rp1.41t
• PNBS Rp19.5m vs Rp53.6m
• PSAB $19.2jt vs $22.7jt
• PPRO Rp365m vs Rp300m
• SAME Rp14.8m vs Rp56.6m
• SIMP Rp538m vs Rp264m
• SILO Rp85.9m vs Rp70.4m
• SDRA Rp309m vs Rp265m
• SMGR Rp4.52t vs Rp4.52t
• TLKM Rp19.3t vs Rp15.5t
• TINS Rp252m vs Rp101m
• TOWR Rp3.04t vs Rp2.96t
• TURI Rp552m vs Rp291m
• UNTR Rp5.00t vs Rp3.85t
• UNVR Rp6.4t vs Rp5.8t
• WOMF Rp60.3m vs Rp15.7m
• WIKA Rp1.01t vs Rp625m
• WSKT Rp1.71t vs Rp1.05t
• WSBP Rp635m vs Rp334m
• WTON Rp272m vs Rp174m
*(Source : Khrisna/Yj)*
AKRA bidik pertumbuhan penjualan 15%-20% http://investasi.kontan.co.id/news/akra-bidik-pertumbuhan-penjualan-15-20-tahun-ini Kinerja SIMP tergantung CPO http://investasi.kontan.co.id/news/kinerja-salim-ivomas-tergantung-minyak-sawit Oversold vs Overbought
Buy Apple on super cycle, Citi says http://www.cnbc.com/2017/03/06/buy-apple-on-iphone-8-super-cycle-india-growth-citi-says.html CTA is hold BUY Call AAPL $ 103.8 TP $ 135 DONE, next $ 152 in a 3ull cycle.
Stocks retreat with Treasury as Dollar advances https://www.bloomberg.com/news/articles/2017-03-05/li-s-risks-yellen-s-optimism-make-for-mixed-open-markets-wrap … Sell on rebound (intraday oversold) while < 21,130; bad Astrocycle
Pertama Kalinya Nilai Bitcoin Lampaui Emas http://m.detik.com/inet/cyberlife/d-3437936/pertama-kalinya-nilai-bitcoin-lampaui-emas … Analisa teknikal CTA untuk Bitcoin dalam waktu dekat ini
Tips jual saham ala Warren Buffett Indonesia http://m.okezone.com/read/2017/03/05/278/1634608/tips-jual-saham-ala-warren-buffett-of-indonesia?utm_source=finance_bt
Akhir Sesi I, IHSG Turun 11,8 ke 5.396 http://market.bisnis.com/read/20170303/7/633607/bursa-saham-3-maret-akhir-sesi-i-ihsg-turun-1187-poin-ke-5.39638 Meredanya efek inclusion Indeks FTSE & Foreign Net Buy (Rp 26 B), Below 5.443
Harga Batu Bara Lanjut Menguat, Minyak Turun Tajam http://market.bisnis.com/read/20170303/94/633649/harga-batu-bara-lanjut-menguat-minyak-turun-tajam Trades breakouts CRUDE & COAL, Distribution Crude below $55.24
Oil down on record US crude stocks http://www.cnbc.com/2017/03/01/oil-falls-for-3rd-day-as-us-inventories-hit-record-high.html
Gold slips http://www.cnbc.com/2017/03/01/gold-slips-as-dollar-firms-on-bets-for-march-rate-hike.html
Hold Buy USD (wave 3) Sell Gold on divergence (twit 2/3)
The many challenges this Bull market faces in March http://www.cnbc.com/2017/03/01/wall-streets-super-charged-bull-faces-its-own-march-madness.html High volatility on FOMC & bull cycle until wave 3ull end
The Fed to raise interest rates in March? http://www.cnbc.com/2017/02/28/fed-moves-toward-march-interest-rate-hike.html Bad astrocycle, Fed cycle should be enough for FFR +25 bsp in March FOMC
